sales tips

The Words We Use Can Break Or Make The Sale

June 2, 2026

We can break a probable sale or make the sale in an instant. It can turn on a phrase or sometimes even a single word. The words we use matter. When it comes to the…

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sales-numbers-suck

When Your Sales Numbers Suck…

October 7, 2025

Sometimes the best thing an adviser can do is admit to themselves that their sales numbers suck. It’s the age-old “you can’t improve something until you admit that there is something wrong with it“. The…

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The first sale you have to make…

September 26, 2025

There is a first sale that advisers have to make, before they make the sale they want to make. The first sale that has to be made is YOU. Advisers often tell me they are…

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goldmine-in-practice

How Big Is The Goldmine WITHIN An Advisers’ Practice?

September 19, 2025

Just how much opportunity is sitting inside the typical adviser practice? How much new business is waiting inside that existing database? It’s a goldmine. A report from a few years ago highlighted the point that…

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Financial advisor sales activity

Slow down and get better results

August 22, 2025

To get better results one usually has to change something, and sometimes it strangely enough better results can be achieved from doing something which seems counter-intuitive: Slowing Down. Anyone who has played a lot of…

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qualifying-a-prospect

Is that Prospect really a prospect?

August 12, 2025

How do you know if a lead is a real prospect or if they are just yanking your chain? We’ve all had the prospects who seem to be engaged but turn out to be complete…

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What IS value to your prospect?

August 1, 2025

It may seem an obvious question; but what is value in the eyes of your prospective clients? Value can be determined by any individual in any number of ways of course, and what is valuable…

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How to get down to business, nice and easy….

June 13, 2025

It has never been more important to invest time at the beginning of a potential client engagement in establishing some rapport, and creating a genuine level of “like & trust”. That is the foundation upon…

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